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James Derek Hebert

Prosperity Financial Group, Inc.

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About James Derek Hebert

James Derek Hebert is an Investment Advisor Representative with Prosperity Financial Group, Inc. based in San Ramon, CA. He previously worked for BHA SELECT NETWORK, LLC in Boston, MA. James Derek Hebert is registered with the state of California to provide investment advice. James Derek Hebert is a Series 63 and Series 65 licensed advisor and has also passed the SIE and Series 7 exams. James Derek Hebert specializes in providing investment advice to individuals, corporations and charitable organizations.

Firm Information

James Hebert is currently registered with Prosperity Financial Group, Inc.. Prosperity Financial Group, Inc. is an investment advisory firm based in San Ramon, CA. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisers. They manage approximately $261.7 million in assets for 1,109 accounts, primarily for individuals, high-net-worth individuals, and pension and profit-sharing plans.
Prosperity Financial Group, Inc.

2333 SAN RAMON VALLEY BLVD.

SAN RAMON, CA 94583

$261.72M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Hebert’s Registration & Firm History

CA

01/01/2025 - Present

Prosperity Financial Group, Inc. (SAN RAMON CA)

MA

11/16/2015 - 08/01/2016

BHA SELECT NETWORK, LLC (BOSTON MA)

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Licenses & Designations

IA

Issued 11/01/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/06/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/2016

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Derek Hebert.
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